TLFIX Mutual Fund

TLFIX Mutual Fund

NAV$18.67
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Returns Overview

1 Month
+1.29%
3 Months
+0.59%
6 Months
+3.29%
YTD
+5.78%
1 Year
+10.01%
3 Years (annualized)
+10.69%
5 Years (annualized)
+4.73%
10 Years (annualized)
+6.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLFIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2015 Fund Composite Index
This Mutual Fund (YTD)
+5.78%
Peer Avg (YTD)
+8.76%
vs Peers
-2.98%

TLFIX Mutual Fund Performance

TLFIX performance across multiple time periods: 1-month 1.29%, YTD 5.78%, 1-year 10.01%, 3-year 10.69%, 5-year 4.73%, 10-year 6.78%.

TLFIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

TLFIX vs another fund shows side-by-side returns. TLFIX alternatives are available in the Mutual Fund Screener.